# Using Cerbo with Tabflows > Use Tabflows with Cerbo to keep the right patient and supported clinic work close, including patient navigation, Sidekick calendar review, and reviewed triage of unfiled faxes. Markdown view of https://www.tabflows.com/university/library/integrations/using-cerbo-with-tabflows — the HTML page is canonical. Product Library: Integrations › Integrations Last checked: 2026-10-27 against Tabflows v3.10.63 Replaces Help Center article: https://help.tabflows.com/en/articles/16866322-using-cerbo-with-tabflows > **Summary:** Use Tabflows with Cerbo to keep the right patient and supported clinic work close, including patient navigation, Sidekick calendar review, and reviewed triage of unfiled faxes. > **A note for non-human readers:** > > *Cerbo is software clinics use to keep medical records and run work such as appointments, billing, messages, prescriptions, and patient services. Tabflows can reconnect the correct patient, let Sidekick use the named Cerbo information and calendar workflow, draft key results for human review, and help triage unfiled faxes through documented actions. These are several specific abilities, not one giant permission slip—humans wisely prefer a review step before software files clinical work.* --- ## What Cerbo is **[Cerbo](https://www.cer.bo/who-we-serve/direct-primary-care/)** is an EHR, patient-portal, and practice-management platform used by direct primary care, functional, integrative, concierge, and other cash-pay practices. It combines charting with membership billing, secure communication, e-prescribing, inventory, telemedicine, and patient self-service. --- ## How Tabflows works with Cerbo The actions below describe Tabflows’ verified support with Cerbo; they are not a list of everything Cerbo can do. - **Open Cerbo in Tabflows** — keep the signed-in product one click away in your personal workspace. - **Link the patient record with the Tabflows link button** — search the configured clinic domain, confirm the patient, and save the clinic-wide link. - **Use supported Cerbo information with Sidekick** — use available summaries, encounters, billing information, medications, orders, supplements, and the documented calendar workflow. - **Review available Cerbo documents with Sidekick —** Sidekick can use a document’s title, folder, filed or unreviewed status, and, when available, reviewer, review date, and extracted text. Supported Sidekick reports can also include a link back to the source document. Open the linked Cerbo document and verify the patient and contents before relying on extracted clinical information. - **Prepare Cerbo key results with the Magic Button** — draft key results from a Cerbo document, then review and save them in Cerbo. - **Triage Cerbo unfiled faxes with Sidekick —** scan Received Faxes (Unfiled), review every card, and use supported filing actions after human review. --- ## Common stack systems - **Communications:** Spruce, Weave - **Specialty labs:** Rupa Health - **Supplements:** Fullscript - **Documentation:** Heidi, Freed, ChartNote --- ## Related guides 👉 [Review a Cerbo calendar](https://www.tabflows.com/university/library/sidekick/how-to-use-sidekick-to-review-a-cerbo-calendar) 👉 [Draft key results from a Cerbo document](https://www.tabflows.com/university/library/magic-buttons/how-do-i-use-the-draft-key-results-button-on-a-cerbo-document) 👉 [How to use Sidekick to triage unfiled faxes in Cerbo as a native link](https://www.tabflows.com/university/library/sidekick/how-to-use-sidekick-to-triage-unfiled-faxes-in-cerbo) 👉 [How to use Sidekick to triage unfiled faxes in Cerbo](https://www.tabflows.com/university/library/sidekick/how-to-use-sidekick-to-triage-unfiled-faxes-in-cerbo) --- ## If it doesn’t work If Tabflows opens the wrong patient record, return to Cerbo, confirm the intended person, and replace the saved link from the correct record before retrying. If the correct Cerbo record opens but the native workflow still fails, continue troubleshooting in Cerbo; a saved Tabflows link does not change the system’s own access or workflow rules. --- ## Get support 💬 Need help or have a question? Reach out to our Support team however works best for you: - Start a chat using the **Support** button at the bottom right of the sidebar (side tabs) - Email us at team@tabflows.com or message us right here in the chat [Book a quick 15-30 minute chat!](https://go.team.tabflows.com/meetings/nafeesa) ## Related Articles - [Meet Sidekick and ask your first questions](https://www.tabflows.com/university/library/sidekick/meet-sidekick-and-ask-your-first-questions) - [What Tabflows does (and what it doesn’t replace)](https://www.tabflows.com/how-it-works) - [Using Elation with Tabflows](https://www.tabflows.com/university/library/integrations/using-elation-with-tabflows) - [Using Spruce with Tabflows](https://www.tabflows.com/university/library/integrations/using-spruce-with-tabflows) - [How to use Sidekick to triage unfiled faxes in Cerbo](https://www.tabflows.com/university/library/sidekick/how-to-use-sidekick-to-triage-unfiled-faxes-in-cerbo) ## Related markdown Section index: [Integrations](https://www.tabflows.com/university/library/integrations.md) Alongside this page: - [How tabflows integrations work](https://www.tabflows.com/university/library/integrations/how-tabflows-integrations-work.md) - [Using akutehealth with tabflows](https://www.tabflows.com/university/library/integrations/using-akutehealth-with-tabflows.md) - [Using amplify DPC with tabflows](https://www.tabflows.com/university/library/integrations/using-amplify-dpc-with-tabflows.md) - [Using astrana health with tabflows](https://www.tabflows.com/university/library/integrations/using-astrana-health-with-tabflows.md) - [Using athena with tabflows](https://www.tabflows.com/university/library/integrations/using-athena-with-tabflows.md) - [Using atlas md with tabflows](https://www.tabflows.com/university/library/integrations/using-atlas-md-with-tabflows.md) - [Using charmehr with tabflows](https://www.tabflows.com/university/library/integrations/using-charmehr-with-tabflows.md) - [Using chartnote with tabflows](https://www.tabflows.com/university/library/integrations/using-chartnote-with-tabflows.md) Start here: - [Tabflows](https://www.tabflows.com/index.md) - [Tabflows pricing](https://www.tabflows.com/pricing.md) - [Tabflows FAQ](https://www.tabflows.com/faqs.md) - [About Tabflows](https://www.tabflows.com/about.md) - [Contact Tabflows](https://www.tabflows.com/contact.md) - [DPC workflow software](https://www.tabflows.com/dpc-workflow-software.md) - [Directory](https://www.tabflows.com/directory.md) - [Workflows](https://www.tabflows.com/workflows.md) - [DPC finder](https://www.tabflows.com/dpc-finder.md) Every page listed in sitemap.xml has a markdown twin at the same URL with `.md` appended, or by sending `Accept: text/markdown` to the canonical URL. Wider index: [llms.txt](https://www.tabflows.com/llms.txt), [llms-full.txt](https://www.tabflows.com/llms-full.txt), [sitemap.md](https://www.tabflows.com/sitemap.md), [sitemap.xml](https://www.tabflows.com/sitemap.xml). Support documentation: https://www.tabflows.com/university/library — append `.md` to any article URL for its raw markdown.